A detailed history of Daymark Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 175,080 shares of CRM stock, worth $58.1 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
175,080
Previous 174,684 0.23%
Holding current value
$58.1 Million
Previous $44.9 Million 6.7%
% of portfolio
1.63%
Previous 1.66%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$238.42 - $276.53 $94,414 - $109,505
396 Added 0.23%
175,080 $47.9 Million
Q2 2024

Aug 14, 2024

BUY
$218.01 - $304.74 $753,442 - $1.05 Million
3,456 Added 2.02%
174,684 $44.9 Million
Q1 2024

Apr 10, 2024

SELL
$251.12 - $316.88 $197,882 - $249,701
-788 Reduced 0.46%
171,228 $51.6 Million
Q4 2023

Jan 09, 2024

SELL
$196.25 - $267.25 $79,481 - $108,236
-405 Reduced 0.23%
172,016 $45.3 Million
Q3 2023

Oct 10, 2023

BUY
$202.49 - $234.37 $22.5 Million - $26 Million
110,907 Added 180.3%
172,421 $35 Million
Q2 2023

Jul 19, 2023

BUY
$188.89 - $223.38 $4.01 Million - $4.74 Million
21,224 Added 52.68%
61,514 $13 Million
Q1 2023

Apr 20, 2023

SELL
$134.8 - $199.78 $45,292 - $67,126
-336 Reduced 0.83%
40,290 $8.05 Million
Q4 2022

Jan 25, 2023

BUY
$128.21 - $165.27 $5.21 Million - $6.71 Million
40,626 New
40,626 $0

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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